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Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

Sanitation Water Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$82.5M	-$21.9M	3	1.12%	Reduced
202	Stockbridge Partners Boston, Massachusetts	$81.8M	+$11.1M	1	6.94%	Increased
203	1832 Asset Management Toronto, Ontario, Canada	$81.8M	+$10.4K	3	0.36%	Increased
204	Brandywine Global Investment Management Philadelphia, Pennsylvania	$81.7M	+$708K	6	0.81%	Increased
205	MCI McDonald Capital Investors Orinda, California	$81.1M	-$658K	1	10.5%	Reduced
206	Cohen & Steers New York	$81M	+$41.6M	4	0.26%	Increased
207	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$80M	+$24.8M	9	0.36%	Increased
208	ING Group Amsterdam, Netherlands	$79M	-$46.9M	2	0.4%	Reduced
209	Segall Bryant & Hamill Chicago, Illinois	$78.4M	-$162K	7	1.94%	Reduced
210	CB Chemical Bank Detroit, Michigan	$77.6M	-$2.46M	5	15.05%	Reduced
211	Teacher Retirement System of Texas Austin, Texas	$76.5M	-$4.47M	24	0.67%	Reduced
212	LI LMCG Investments Boston, Massachusetts	$76.3M	-$1.67M	5	1.84%	Reduced
213	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$75.3M	$0	1	3.48%	Maintained
214	Wasatch Advisors Salt Lake City, Utah	$75.3M	-$20.6M	1	0.78%	Reduced
215	State of Tennessee, Department of Treasury Nashville, Tennessee	$74.8M	+$72.2M	14	0.45%	New
216	Silvercrest Asset Management New York	$74.2M	-$26.6M	7	1.43%	Reduced
217	ACI AMP Capital Investors Sydney, Australia	$74.2M	+$5.41M	10	0.57%	Increased
218	KAM Keeley Asset Management Chicago, Illinois	$74.1M	+$1.95M	6	1.36%	Increased
219	Commerzbank Aktiengesellschaft Frankfurt, Germany	$74.1M	+$10.5M	11	0.37%	Increased
220	Gateway Investment Advisers Cincinnati, Ohio	$73.9M	-$5.02M	6	0.63%	Reduced
221	SAC Capital Advisors Stamford, Connecticut	$73.4M	-$43.6M	11	0.4%	Reduced
222	Panagora Asset Management Boston, Massachusetts	$73.1M	+$37.9M	20	0.36%	Increased
223	Janus Henderson Group London,	$72.2M	-$5.43M	6	0.8%	Reduced
224	AIG American International Group New York	$71.2M	-$4.27M	33	0.39%	Reduced
225	Westfield Capital Management Boston, Massachusetts	$70.8M	-$11.7M	3	0.45%	Reduced